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WisdomTree US Value Fund
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Overview Fund Activity

27 hedge funds and large institutions have $48.5M invested in WisdomTree US Value Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
9
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.43M
2
LPL Financial
LPL Financial
California
+$1.13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$425K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$220K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$201K

Top Sellers

1
PWS
Private Wealth Strategies
Ohio
-$8.67M
2
RW
RVW Wealth
California
-$7.09M
3
VFA
Voya Financial Advisors
Connecticut
-$610K
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$88.7K
5
MCM
Murphy Capital Management
New Jersey
-$71.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$28.1M +$1.13M +28,570 +4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.61M – – –
Citadel Advisors
3
Citadel Advisors
Florida
$3.07M +$1.43M +36,438 +88%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.72M +$425K +10,806 +19%
BDF
5
Balasa Dinverno & Foltz
$2.09M +$44.3K +1,126 +2%
RW
6
RVW Wealth
California
$1.38M -$7.09M -180,096 -84%
MCM
7
Murphy Capital Management
New Jersey
$371K -$71.2K -1,810 -16%
Betterment LLC
8
Betterment LLC
New York
$366K +$34K +862 +10%
CIM
9
Cambria Investment Management
California
$365K +$34.1K +866 +10%
Morgan Stanley
10
Morgan Stanley
New York
$297K -$35.9K -912 -11%
WBG
11
Wharton Business Group
Pennsylvania
$264K – – –
CA
12
Cetera Advisors
Colorado
$221K -$31.6K -800 -13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$220K +$220K +5,584 New
Osaic Holdings
14
Osaic Holdings
Arizona
$218K -$11.9K -304 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$201K +$201K +5,124 New
Bank of America
16
Bank of America
North Carolina
$195K +$15.6K +396 +9%
S
17
SignatureFD
Georgia
$195K +$15.6K +396 +9%
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$191K -$88.7K -2,258 -32%
UBS Group
19
UBS Group
Switzerland
$142K +$142K +3,616 New
Wells Fargo
20
Wells Fargo
California
$66K -$549 -14 -0.8%
WCG
21
Weaver Consulting Group
California
$66K – – –
PAG
22
Private Advisor Group
New Jersey
$56K +$56K +1,430 New
William Blair & Company
23
William Blair & Company
Illinois
$51K -$5.62K -142 -10%
US Bancorp
24
US Bancorp
Minnesota
$23K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$14K +$3.11K +80 +29%
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